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Matt EspositoME

Matt Esposito

Impact Investment & Capital Formation Professional

€926/day
Oakland, US
8-15 years

Average response time: 1 hour

About Matt

An integrated advisory practice focused on the intersection of family office governance, emotional and relational needs, and impact investing.

The philosophies of kenshō (self-realization) and educere (Latin: “to lead, draw out”) are pillars of Birch Road's practice of fostering a culture of care and trust in dialogue.
  • English

    Native or bilingual

Can work on-site
Oakland (up to 50km)

Experience

  • Birch Road Associates, LLC
    Independent Consultant
    August 2025 - Today (10 months)
    Building an independent impact investment consultingpracticefor HNWIs,family of ices, and investment organizations ❖ Establishing core governance and impact principles within the G2 branch of a U.S. single-family office; counseling on the
    design of trusts to align with impact goals, the creation of a family foundation, and facilitating relationship management ❖ Advising emerging venture fund managers on capital formation, portfolio construction, and impact management strategies; primarily focused on Vitality, a biomimicry-focused tech fund ❖ Implementing fundraising, investment due diligence, and portfolio management practices for Energy Innovation Hub Texas, an early-stage energy startup accelerator
    Impact Investing Strategic planning Philanthropy Venture Capital
  • Toniic Institute
    Global Relationship Manager
    April 2024 - July 2025 (1 year and 3 months)
    Cultivated relationships with UHNWclients and broadenedperspectives on impact within their investment portfolios ❖ Nurtured a book of 60+ private wealth clients (individuals, family offices, foundations) to strengthen client applications of
    impact investing via collaboration on investment policy statements, proprietary education on impact portfolio construction
    (i.e. investment, fund manager, advisor evaluation), and infusion of impact measurement practices ❖ Expanded the global lead pipeline by 3x (1.5k leads) via introductions, informed outreach, and curated events; identified and
    qualified over 500 prospective clients, created over 70 net-new client opportunities, and closed 5 net-new clients
  • Capria Ventures LLC
    Investor Relations &Analytics
    September 2022 - April 2024 (1 year and 7 months)
    Led end-to-end Investor Relations ef orts and sharpened investment datapracticesfor an emerging markets VCfirm ❖ Owned the capital formation process for $140MM of emerging markets VC vehicles, synthesized investment, impact, and returns strategies for the firm from investor qualification to closing (including KYC/AML) ❖ Authored the narrative design and writing of RFPs, white papers, and quarterly LP communications on the economic tailwinds supporting VC fund managers and startups across India, Southeast Asia, Latin America, and Africa ❖ Leveraged upgrades to investment data architecture and portfolio reporting via Quantium to enable Senior Leadership, LPs, and investment team members with fund, portfolio company, and impact insights

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Education

  • Drexel University
    2017
  • Minor Social Entrepreneurship
    Close School of Entrepreneurship
    Minor Social Entrepreneurship

Skill set (10)

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